Original filing (PDF)20251006130831NAL0002079987001

LOOMIS, YOUNT, PETERSON & ASSOCIATES, PLLC

Name: LOOMIS, YOUNT, PETERSON & ASSOCIATES, PLLC — MOUNTAIN VISTA EYE CARE AND DRY EYE CENTER 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: LOOMIS, YOUNT, PETERSON & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

MOUNTAIN VISTA EYE CARE AND DRY EYE CENTER 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOMIS, YOUNT, PETERSON & ASSOCIATES, PLLC.

Plan sponsor

Name

LOOMIS, YOUNT, PETERSON & ASSOCIATES, PLLC

EIN

84-1366664

Address

7761 SHAFFER PARKWAY, SUITE 200 · LITTLETON, CO · 80127

Phone

(303) 979-4505

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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